Connect innoChat and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message In Session
Choose an Action
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Ready to use innoChat and SugarCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message In Session
Runs when new session message
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
Do thisActions
Action is the task that follows automatically within your innoChat integrations.
Send Message
Send text, get chatbot reply
Get Chatbot Session Messages
Retrieve session messages
Create Chatbot
Create a chatbot with settings
Create URL Source
Add website URL as data source
Get Chatbot Sessions
Get all sessions for a chatbot
Fetch All Chatbots
Show all chatbots
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Frequently Asked Questions
To start, connect both your innoChat and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in innoChat triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how innoChat data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between innoChat and SugarCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between innoChat and SugarCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About innoChat
INNOCHAT is a dynamic platform designed to enhance team communication and collaboration. It offers seamless messaging, file sharing, and project management features to streamline workflows and boost productivity.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn More
